SwiftCase

How to get to the Workflow Builder page

The workflow builder is a powerful, easy-to-use, drag and drop interface that allows you to create, update and modify workflows- without any need for code or coding knowledge! Discover how to find the Workflow Builder by following the steps below.

  1. Click Admin.
  2. Click the View button on the Workflows panel.
  3. Click Create Workflow.
  4. This will take you to the Workflow Builder.


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